Personalized proposals ↗
Explore the connected client workflow.
Meeting notes integration
Vega Minds
Connected to your client work.
Bring notes from the Vega Minds notetaker into Investipal for client context, personalized proposals, and meeting preparation.
Book a demo ↗The client, in context.
Vega Minds
InvestipalMeeting notes
Trusted by leading advisory firms
Inside the workflow
Put the meeting notes to work.
Keep the conversation in the work that follows.
Bring in the meeting notes.
Investipal ingests notes from the Vega Minds notetaker.
Keep the client context connected.
Use the conversation alongside the client’s priorities and portfolio information.
Create the next piece of client work.
Bring meeting context into personalized proposals and preparation for the next client conversation.
A few things to know.
What does the Vega Minds connection do?
Bring notes from the Vega Minds notetaker into Investipal for client context, personalized proposals, and meeting preparation.
All integrations ↗
Explore your firm’s connected toolkit.